Who can create and manage Smart Rules?

• A. Any CLM user
• B. CLM Admin only
• C. CLM Admin and CLM Users
• D. Any user with Automation persona

Answer: (B)

Smart Rules govern how contracts flow and automate tasks across templates and libraries, so their creation and management are restricted to those with administrative access. In CLM, only the CLM Admin role has the privileges to access the Automation/Smart Rules area, create or modify rules, and enforce governance over automated behavior. Regular CLM Users can interact with workflows and view certain rules, but they don’t have permission to create or change them. The automation persona is intended for running automated tasks, not for configuring or administering Smart Rules, so it doesn’t grant rule-creation rights. Thus, the responsibility to create and manage Smart Rules sits with CLM Admins.